CROSSLINK CAPITAL INC
13F Reported Value
ⓘ$1.0B
Holdings
21
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CROSSLINK CAPITAL INC disclosed 21 positions worth $1.0B in its Form 13F-HR for Q1 2026, led by $CHYM (Chime Financial, Inc.) at 48.0% of the equity portfolio, followed by $LRCX and $GOOG. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $CRM and a full exit from $PENG. The portfolio is most concentrated in Financials (52.3% of disclosed assets). All figures are sourced directly from CROSSLINK CAPITAL INC’s Form 13F-HR filing with the SEC under CIK 1104329.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 44.8#1,753
Quality
$490.5M26,185,368 sh - 82.4#23
Quality
$104.5M489,009 sh - 80.2#45
Quality
$60.2M209,450 sh - 88.4
Quality
$56.6M167,530 sh - —
Quality
$44.3M3,082,400 sh - 62.9
Quality
$25.9M219,265 sh - 75.2
Quality
$25.4M136,035 sh - 70.6
Quality
$25.4M168,992 sh - 68.8
Quality
$25.3M664,911 sh - 77.5
Quality
$23.9M13,848 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Chime Financial, Inc.$CHYM | 44.8#1,753 | $490.5M | 26,185,368 |
 LAM RESEARCH CORP$LRCX | 82.4#23 | $104.5M | 489,009 |
 Alphabet Inc.$GOOG | 80.2#45 | $60.2M | 209,450 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $56.6M | 167,530 |
 Nu Holdings Ltd.$NU | — | $44.3M | 3,082,400 |
 Datadog, Inc.$DDOG | 62.9 | $25.9M | 219,265 |
 Salesforce, Inc.$CRM | 75.2 | $25.4M | 136,035 |
 DoorDash, Inc.$DASH | 70.6 | $25.4M | 168,992 |
 Nutanix, Inc.$NTNX | 68.8 | $25.3M | 664,911 |
 MERCADOLIBRE INC$MELI | 77.5 | $23.9M | 13,848 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CROSSLINK CAPITAL INC's 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Financials
$534.7M
Technology
$325.4M
Industrials
$129.9M
Consumer Discretionary
$23.9M
Other
$7.8M
Full Holdings — CROSSLINK CAPITAL INC (Q1 2026)
All 21 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CHYM | Chime Financial, Inc. | $490.5M | 48.0% | -4% | 44.8 |
| 2 | $LRCX | LAM RESEARCH CORP | $104.5M | 10.2% | -15% | 82.4 |
| 3 | $GOOG | Alphabet Inc. | $60.2M | 5.9% | +8% | 80.2 |
| 4 | $MU | MICRON TECHNOLOGY INC | $56.6M | 5.5% | +1% | 88.4 |
| 5 | $NU | Nu Holdings Ltd. | $44.3M | 4.3% | +86% | — |
| 6 | $DDOG | Datadog, Inc. | $25.9M | 2.5% | +138% | 62.9 |
| 7 | $CRM | Salesforce, Inc. | $25.4M | 2.5% | NEW | 75.2 |
| 8 | $DASH | DoorDash, Inc. | $25.4M | 2.5% | +16% | 70.6 |
| 9 | $NTNX | Nutanix, Inc. | $25.3M | 2.5% | -11% | 68.8 |
| 10 | $MELI | MERCADOLIBRE INC | $23.9M | 2.3% | -50% | 77.5 |
| 11 |  $NVDA | NVIDIA CORP | $22.0M | 2.1% | NEW | 90.2 |
| 12 |  $IIIV | i3 Verticals, Inc. | $21.6M | 2.1% | +2% | 46.1 |
| 13 |  $WEAV | Weave Communications, Inc. | $19.6M | 1.9% | +17% | 38.3 |
| 14 |  $PANW | Palo Alto Networks Inc | $15.7M | 1.5% | -25% | 66.5 |
| 15 |  $VEEV | VEEVA SYSTEMS INC | $14.4M | 1.4% | -36% | 77.8 |
| 16 |  $APPF | APPFOLIO INC | $11.3M | 1.1% | +186% | 75.5 |
| 17 |  $FIG | Figma, Inc. | $10.9M | 1.1% | NEW | 45.2 |
| 18 |  $CRWD | CrowdStrike Holdings, Inc. | $8.9M | 0.9% | +32% | 55 |
| 19 | — | EVERPURE INC | $7.8M | 0.8% | -73% | — |
| 20 |  $NOW | ServiceNow, Inc. | $7.1M | 0.7% | NEW | 76 |
| 21 |  $NTSK | Netskope Inc | $637,259 | 0.1% | NEW | — |
New Positions (5)
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